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Saving & Budgeting

Retiree with his convertible

Four Keys To Retirement Security

By | Financial Planning, Retirement Planning, Saving & Budgeting | No Comments

“They went to work every day and built a life for themselves, put money away in a savings plan and paid their taxes. And then they got divorced or hurt on the job or sick or widowed or just plain unlucky — and found themselves in the same boat as millions of Americans who are now approaching retirement with most of the financial props knocked out from under them.”

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End of Year Tax Tips – Part 2

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College Planning 529 Plans. 529 plans are college savings plans where the earnings grow tax free until they’re used for educational expenses. Please contact Griffin Black soon if you’re interested in setting up a 529 plan. Financial Aid. Your 2018 income will be used to determine your financial aid eligibility…

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Savings FOMO

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FOMO (acronym, “fear of missing out”): a form of social anxiety – a compulsive concern that one might miss an opportunity or satisfying event, often aroused by posts seen on social media websites. – Urban Dictionary Saving is hard, and especially so when you’re young. You’re not yet making as…

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